+140.0%
WBD vs FLEX
+102.8%
+37.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | -1.8% | -0.9% | -0.9% | -1.8% |
| 30D | +8.8% | -10.1% | +18.9% | +9.3% |
| 3M | +4.6% | -31.3% | +36.0% | +6.5% |
| 6M | +1.1% | +71.3% | -70.2% | -4.7% |
| YTD | -2.0% | +81.2% | -83.2% | -8.8% |
| 1Y | +140.0% | +98.5% | +41.5% | +132.9% |
| All | +140.0% | +102.8% | +37.2% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling